ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Helium Advisors LLC's Holding History (CIK: 0002056653)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,523 Value ($000) $2,037 Avg Close — Range —
Q3 2025
Shares 16,768 Value ($000) $2,024 Avg Close — Range —
Q2 2025
Shares 18,009 Value ($000) $1,983 Avg Close — Range —
Q1 2025
Shares 18,200 Value ($000) $1,690 Avg Close — Range —
Q4 2024
Shares 18,157 Value ($000) $1,843 Avg Close — Range —